Difference between revisions of "How do I Credit a Logistics Job?"

Revision as of 15:15, 19 September 2016

This article will explain how to credit a Logistics Management Job.

There are two methods to credit a job. You may either create a job manually or copy the already invoiced job to save you time.

Go to " Logistics Management Job Planning".

Click [Add].
CREATE the Logistics Job in the same way as though you were going to invoice it, but with a negative quantity.
You may want to set a specific status for these jobs to be credited so that you can print them easily on their own document.
Once all the information is entered, have a final check to make sure this is correct.
Press <Esc> and click [Accept] to save the Job.
Exit back to the Logistics Management Main Menu.

Go to " Logistics Management Job Planning".

Click [Advanced].
Enter the date range to cover the period in which the original job was created.
In the first box alongside "Customers", type in the customer's account code if known, or search for the customer.
Select 'Don't filter on invoice' from the "Invoice" drop down menu.
Click [Search].
Find the job to copy and click on that line to make sure you copy the correct job.
Press <Shift+F2>.
Click [Copy].
Change the "Quantity" to be a negative figure.
Select the [Post Delivery] tab.
Click into the "Notes" box and click [Stamp] to mark the job as 'Ready to be Invoiced'.
Click [Done] and [Accept].

To print the credit note for your job, go to " Logistics Management Invoice Production".

At "Customer:", type in the customer's account code if known, or search for the customer.
Press <F5> - Select Invoice Items and then use the <Down Arrow> to choose the credit job that you have just created. If you have used a specific "Status" for the jobs to be credited, enter it in the "Status" field, and then press <F5> and only these jobs will be shown.

The relevant jobs should be the only ones shown with a negative "Nett" amount.

Press <F5> or click [Tag] to select the job.
Press <F2>. The system will ask "Do you want to print Tagged or Un-tagged jobs?". Click [Tagged].
This will print the credit, check the printout and make sure that you are happy with the document.
Click the [Accept] button to complete the credit.

@@ Line 24: / Line 24: @@
 * Click {{Button|Search}}.
 * Find the job to copy and click on that line to make sure you copy the correct job.
-* Press {{KeyPress|S+F2}}.
+* Press {{KeyPress|S-F2}}.
 * Click {{Button|Copy}}.
 * Change the {{DataPrompt|Quantity}} to be a negative figure.